Our Story

29 Years of Expertise at the Intersection of Accounting, Advisory, and Technology

Turner Accounting, Advisory & ERP Consultants was founded nearly three decades ago with a single conviction: that mid-market businesses deserve the same caliber of financial leadership and technology guidance as the largest enterprises. Since our founding, we have grown into a multi-office firm serving clients across California and New York, combining deep accounting expertise with modern ERP platforms and AI-driven automation tools.

Our mission-driven approach places client outcomes first. Whether we are serving as a fractional controller for a growing startup, managing a full-cycle ERP implementation, or automating financial reporting workflows, every engagement is guided by the same standards of precision, transparency, and professional integrity that have defined this firm for 29 years.

Robert T. Speller, CEO, founded the firm and continues to lead it with a hands-on commitment to quality. Under his leadership, Turner has built a team of CPAs, MBAs, and certified ERP specialists whose combined depth spans financial reporting, controllership, bookkeeping, Salesforce CRM, NetSuite, QuickBooks, Sage Intacct, Expensify, and Method.

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Our Leadership

The Team Behind Turner

A multidisciplinary team of CPAs, MBAs, and ERP specialists with decades of combined experience serving mid-market clients.

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Robert T. Speller

CEO

CEO   Founder

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Casey Young

Managing Partner

Managing Partner

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Emily Yu

CPA

CPA

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Rich Syers

CPA

CPA

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Bob Sates

ERP Expert

ERP Expert

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Sara Long

ERP Expert, CPA, MBA

ERP Expert   CPA   MBA

Credentials & Certifications

Professional Authority Across Every Discipline

The Turner team holds active CPA licensures, advanced business degrees, and hands-on ERP platform certifications - giving every client access to verified expertise from the first engagement.

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CPA Licensure

Multiple active Certified Public Accountant licensures held across the team, including Emily Yu CPA, Rich Syers CPA, and Sara Long CPA - ensuring every engagement is supervised by credentialed accounting professionals.

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MBA & Advanced Degrees

Sara Long holds an MBA in addition to her CPA and ERP credentials, reinforcing Turner's capacity for strategic advisory engagements alongside technical implementation work.

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ERP Platform Certifications

Bob Sates and Sara Long are designated ERP Experts with deep hands-on certification across NetSuite, QuickBooks Online and Enterprise, Sage Intacct, Salesforce CRM, Expensify, and Method - covering the full spectrum of mid-market financial platforms.

Our Offices

Serving Clients Across California and New York

Turner Accounting maintains a San Francisco headquarters and five regional satellite offices - ensuring accessible, on-the-ground support wherever your business operates.

Headquarters

San Francisco

One Sansome Street, Suite 1400

San Francisco, CA 94111

Satellite Office

Pleasanton

Pleasanton, CA

Satellite Office

San Jose

San Jose, CA

Satellite Office

Burbank

Burbank, CA

Satellite Office

Los Angeles

Los Angeles, CA

Satellite Office

New York

New York, NY